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SOCIETY OF TRUST AND ESTATE PRACTITIONERS (STEP) PRESENTS “ASSET PROTECTION: KEEPING IT ALL IN THE FAMILY”
June 24, 2015 @ 8:30 am - 10:00 am
Mitchell S. Stein, TEP, a Senior Advisor in Chernoff Diamond’s Private Client Services will be participating in a discussion entitled “Asset Protection: Keeping It All In The Family“ on Wednesday, June 24th 2015 at 8AM. Chernoff Diamond will host the event on behalf of the Society of Trust and Estate Practitioners (STEP) Long Island chapter, and will feature a special breakfast sponsored by The Alpert Group of Wells Fargo Advisors.
About “Asset Protection: Keeping It All In The Family“:
Today’s estate planning professionals are continually confronted with challenges. No longer is asset protection limited to offshore strategies. Many states have now enacted legislation providing for creditor protection of self-settled trusts. Understanding the differences between domestic and foreign jurisdictions and when to use each; using third party trusts; challenges against self-settled trusts and tax reporting requirements of foreign trusts; using self-settled trusts to make completed gift transfers . This month STEP will host, a leading authority on asset protection, Gideon Rothschild.
Gideon Rothschild is a partner with the New York City law firm of Moses & Singer LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group. He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and offshore trusts. Mr. Rothschild is the Chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers. He is a Past Chair of the New York Chapter of the Society of Trust and Estate Practitioners (STEP) and a vice-chair of its US region. Mr. Rothschild is the co-author of the BNA Tax Management portfolio on Asset Protection Planning and a member of the Advisory Boards of BNA’s Tax Management and Trusts and Estates. He has also authored numerous articles for publications including the New York Law Journal, Trusts and Estates and Estate Planning.
RSVP by either calling (516) 747-0300 ext.125 or sending an e-mail to STEPlongisland@mlg.com.
Mitchell S. Stein, TEP (Trusts & Estates Practitioner) is a Senior Advisor in Private Client Services. As a wealth transfer and life insurance advisor, Mitchell helps sophisticated clientele plan, reach and exceed their financial objectives. He uses his 24 years of experience to craft customized, comprehensive plans that ensure and protect client assets. As part of this process, he reviews and dissects client documents with an unparalleled eye that uncovers risk, identifies anomalies and analyzes opportunities to safeguard and improve existing plans.